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174 results found

  1. Salesforce Mobile App Capability

    44 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  2. Pre-sign template (or a Form): Fill in signature on template level

    270 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  3. Pre-Sign a Document before sending in bulk

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  4. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    27 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  5. Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  6. Group Pricing Tables based on Product Names

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  7. Disable Template Gallery

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  8. [Bulk Send] Send via SMS

    22 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  9. Smart content: more than one rule

    27 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  10. Smart Content with "OR" conditional rule, when using variables

    36 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  11. [MOBILE APP]: Add 'Waiting for Others' tab on home page of app

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) shared this idea  · 

  12. Conditional approvals based on the Sender

    15 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  13. Add a hyperlink in a text field

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  14. Conditional fields for several recipients

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  15. Conditional recipients

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  16. Audit Trail - add more events

    29 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  17. Add Collaborators on Templates like documents

    48 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Adminlesley.crews@pandadoc.com (CSM, PandaDoc) supported this idea  · 

  18. Comments on templates

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  19. "Instructions" block (auto-deleted text block)

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  20. More text font size options (right now, only even numbers allowed)

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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